🌟 We're Hiring: CRM Team Leader – Belfast 🌟
📍 Location: Belfast
💼 Full-time, permanent | Competitive salary + benefits
Are you a motivated leader with a passion for delivering exceptional client service? Do you have experience managing teams and driving high performance in SSAS pension schemes?
We’re looking for an experienced Team Leader to oversee and develop a team of Client Relationship Managers in Belfast. You will play a key role in ensuring high service standards, operational efficiency, and regulatory compliance.
What We’re Looking For
📈 Experience
• Experience of SSAS pension schemes (min 5 years)
• Experience of leading and developing a team
• Experience in a regulated environment, ensuring compliance with industry standards
• Experience in driving process improvements and enhance client experience
💡 Skills
• Strong leadership, coaching, and mentoring abilities
• Excellent communication and stakeholder management
• Ability to manage workloads, prioritise tasks, and ensure service delivery
• Knowledge of regulatory requirements and adherence to company procedures
What You’ll Do
✅ Lead, support, and develop a team of Client Relationship Managers
✅ Ensure high standards of client service and regulatory compliance
✅ Drive operational improvements to enhance efficiency and client outcomes
✅ Collaborate with senior stakeholders to implement best practices
✅ Monitor performance and provide regular feedback and development opportunities
Why Join Us?
Mattioli Woods is a leader in wealth management, providing tailored investment strategies and holistic financial solutions to high-net-worth individuals and businesses.
Joining our Belfast team means:
🌟 Playing a key role in shaping client experience
📈 Growing your career in a collaborative and professional environment
💡 Expanding your expertise in a well-established and growing business
📩 Apply now and be part of a forward-thinking company driving excellence in financial services
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What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
